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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
526
Patriot Investment Management Group
Tennessee
$682K – – –
IWM
527
IHT Wealth Management
Illinois
$681K +$309K +1,476 +92%
UWPG
528
Ullmann Wealth Partners Group
Florida
$681K -$33.7K -161 -5%
KFI
529
Key Financial Inc
Pennsylvania
$677K – – –
KWM
530
Kingsview Wealth Management
Oregon
$673K -$303K -1,446 -32%
TPCW
531
TD Private Client Wealth
New York
$673K -$71.2K -340 -10%
SWA
532
Strategies Wealth Advisors
Michigan
$671K +$2.3K +11 +0.4%
TNA
533
True North Advisors
Texas
$670K +$209 +1 +0%
EFG
534
Embree Financial Group
Illinois
$670K +$419 +2 +0.1%
SCM
535
Sage Capital Management
New Jersey
$669K +$2.3K +11 +0.4%
AWM
536
Accurate Wealth Management
Florida
$669K +$636K +3,040 New
HWA
537
Heritage Wealth Advisors
Virginia
$664K – – –
KMWM
538
Keudell/Morrison Wealth Management
Oregon
$664K – – –
QT
539
Quantbot Technologies
New York
$664K – – –
RWM
540
Riverbend Wealth Management
South Carolina
$664K – – –
CWMS
541
CFG Wealth Management Services
Indiana
$663K – – –
BEI
542
Benjamin Edwards Inc
Missouri
$663K -$4.61K -22 -0.7%
IWA
543
Icon Wealth Advisors
Texas
$662K +$268K +1,281 +75%
CWM
544
Castle Wealth Management
Florida
$661K +$209 +1 +0%
CT
545
Caldwell Trust
Florida
$661K – – –
CWM
546
Cahaba Wealth Management
Georgia
$660K +$2.3K +11 +0.4%
AWM
547
Apollon Wealth Management
South Carolina
$659K +$2.93K +14 +0.5%
DJSG
548
D.J. St. Germain
Massachusetts
$658K – – –
BFM
549
Broadview Financial Management
Wisconsin
$648K -$4.19K -20 -0.7%
VAM
550
Vienna Asset Management
California
$647K +$613K +2,927 New
20 21
22
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